Counterpoint Tactical Equity Fund (CPIEX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPIEX
CPIEX charges 1.75% annually. There are 30 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | CPIEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | CPIEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.58M | Jan 2026 | CPIEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | CPIEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | CPIEX vs BTPIX |
Best Risk-Adjusted Alternatives to CPIEX
CPIEX has a PortfoliosLab risk / return rank of 30. There are 25 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Apr 2014 | CPIEX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Dec 2013 | CPIEX vs JAKRX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | CPIEX vs BPLEX | |
| BlackRock Global Long/Short Equity Fund Class I | 92 | — | Dec 2012 | CPIEX vs BDMIX | |
| Gotham Absolute Return Fund | 88 | — | Aug 2012 | CPIEX vs GARIX |
Top Performing CPIEX Alternatives (YTD)
CPIEX is at 11.41% YTD. There are 10 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 18.07% | — | Jul 2003 | CPIEX vs SAOAX | |
| ACM Dynamic Opportunity Fund | 13.72% | — | Jan 2015 | CPIEX vs ADOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.49% | — | Apr 2014 | CPIEX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.30% | — | Dec 2013 | CPIEX vs JAKRX | |
| BlackRock Global Long/Short Equity Fund Class I | 12.48% | — | Dec 2012 | CPIEX vs BDMIX |
Lowest Volatility Alternatives to CPIEX
CPIEX has 11.46% 1-year volatility. There are 35 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 4.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 4.91% | — | Dec 2011 | CPIEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.31% | — | Dec 2012 | CPIEX vs ASILX | |
| MFS Managed Wealth Fund | 5.54% | — | Jun 2014 | CPIEX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 5.85% | — | Dec 2019 | CPIEX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 5.91% | — | Jan 2012 | CPIEX vs WRAIX |
Lowest Drawdown Alternatives to CPIEX
CPIEX has a 1-year max drawdown of -7.14%. There are 28 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | CPIEX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | CPIEX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.54% | — | Dec 2012 | CPIEX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | CPIEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | CPIEX vs GARIX |
Other Mutual Funds from Counterpoint Mutual Funds
The 2 most viewed Counterpoint Mutual Funds mutual funds shown here include CPITX, TMNIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Income Fund | Nontraditional Bonds | 37 | -0.42% | — | Dec 2014 | CPIEX vs CPITX | |
| Counterpoint Tactical Municipal Fund | High Yield Muni | 58 | 1.46% | — | Jun 2018 | CPIEX vs TMNIX |
Often Compared With CPIEX
Investors most often compare CPIEX with QMNNX, SPY, MMTM. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare CPIEX with Any Fund or Stock
Compare CPIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPIEX with funds that move differently
Counterpoint Tactical Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPIEX.
Explore CPIEX Diversifiers